The APIConnect committee works year-round to bring content to our members in the comfort of their own office. Each session is hand-picked and developed by our members. The committee is always looking for participants, as well as additional content ideas. For more information, e-mail info@apicms.org.
Call invites are sent directly to your inbox for inclusion on your firm calendar. Replays with a synopsis and associated attachments are available via the online member portal (here).
Our upcoming and most recent calls:
APIC Office Hours Discussion Groups
12/11/2025
Small Group Problem-Solving, APIC Style Remember meeting with your professors during office hours? It was the time outside of class to discuss materials and assignments, clarify and ask questions, get ideas and feedback, prepare for an upcoming assignment, and work through problems. Introducing APIC Office Hours – designed around the same principles as those we took for granted in college, it’s an opportunity to connect with your fellow APIC members to work through problems, receive advice and feedback, share best practices, and learn from your peers.
The State of Digital Assets and their Portfolio Applications
12/04/2025
Explore our Big Data opportunities to use Aidentified
11/19/2025
Join us to learn more about Aidentified, a powerful prospecting tool recently introduced at Morgan Stanley for advisors and their teams. Aidentified provides an AI-driven platform designed to improve prospecting and relationship intelligence for wealth management. It offers tools for mapping real-world relationships, enriching data, and identifying high-intent prospects.
Start with Why – Why Reinsurance? Why Auto Dealerships?
11/12/2025
Every great business starts with why. Join us to learn how a Morgan Stanley team tuned a niche market into a high-performance wealth management engine. In this session, you will see how understanding the reinsurance model for auto dealerships can help accelerate client acquisition, turbocharge asset growth, and build a business designed for longevity and generational impact.
Legacy Trusts
11/04/2025
Join us to explore how Legacy Income Trusts (LITs)—a form of Charitable Pooled Income Trust—can unlock new opportunities for clients seeking both tax efficiency and philanthropic impact. This session will provide practical insights into how advisors can use these trusts to meet multiple planning objectives, including Lifetime income, Strategic philanthropy, Tax-smart applications and Flexible planning opportunities.
All about DAFs
10/22/2025
Donor Advised Funds (DAFs) are one of the most powerful tools available to help clients meet their philanthropic goals while also creating meaningful tax advantages. In this APIConnect session, we’ll break down how DAFs work, the benefits they provide for donors, and why they’ve become an increasingly popular choice for charitable giving. From simplifying the giving process to maximizing tax efficiency, DAFs offer a flexible and impactful way for clients to align their values with their financial strategy. Join us to learn how to position DAFs as an essential part of a well-rounded wealth and charitable planning conversation.
Active ETFs - Key Product, Purpose, & People Insights
10/15/2025
Join Keith Munroe as he hosts asset managers from Blackrock, Janus Henderson, and Eaton Vance as they discuss active ETF strategies. The call will include key product, purpose, & people insights. The discussion will focus on active ETF strategies from each manager, why Active ETFs should be a focus for your practice, and why their specific suite of products is worthy of your attention.
The Elite Edge: Attracting, Engaging & Retaining Ultra High Net Worth Clients
09/30/2025
Financial professionals today are facing greater pressure to deliver a high caliber, differentiated client experience. Given the increase in competition, you are continuously tasked with showcasing the value of your services and keeping clients and prospects engaged. This program’s goal is to help financial professionals expand their business by creating an elevated experience for current clients as well as prospective clients.
The Who, What, Where, How, Why of Tax Management
09/24/2025
Do you understand UMA tax loss harvesting parameters; both systematic and opportunistic? During April’s market downturn, many advisors realized they were not clear on what triggers tax-loss harvesting in UMA accounts.
APIC Exclusive CPWA Cohort
09/18/2025
What if one credential could set you apart as the go-to advisor for high-net-worth and ultra-high-net-worth clients—while boosting your income and assets under management? That’s exactly what the Certified Private Wealth Advisor® (CPWA®) designation delivers.
APIC Office Hours Discussion Groups (Special AI Session!)
09/11/2025
Small Group Problem-Solving, APIC Style Remember meeting with your professors during office hours? It was the time outside of class to discuss materials and assignments, clarify and ask questions, get ideas and feedback, prepare for an upcoming assignment, and work through problems. Introducing APIC Office Hours – designed around the same principles as those we took for granted in college, it’s an opportunity to connect with your fellow APIC members to work through problems, receive advice and feedback, share best practices, and learn from your peers.
Decade of Generational Wealth Module 3
09/03/2025
In the current decade, the generational transitions facing baby boomers and their families offer advisors a unique business opportunity. Through the Decade of Generational Wealth, advisors can develop new capabilities for stepping into the emotional, relational, and generational wealth conversation. By learning how to connect with spouses, partners, and next gen family members of current baby boomer clients, advisors can become a generational resource for the entire family.
Decade of Generational Wealth Module 2
08/20/2025
In the current decade, the generational transitions facing baby boomers and their families offer advisors a unique business opportunity. Through the Decade of Generational Wealth, advisors can develop new capabilities for stepping into the emotional, relational, and generational wealth conversation. By learning how to connect with spouses, partners, and next gen family members of current baby boomer clients, advisors can become a generational resource for the entire family.
2025 CFP & IWI Ethics Course
08/14/2025
Our annual class as presented by Melissa Kemp for your CFP Ethics requirements.
Decade of Generational Wealth Module 1
07/31/2025
In the current decade, the generational transitions facing baby boomers and their families offer advisors a unique business opportunity. Through the Decade of Generational Wealth, advisors can develop new capabilities for stepping into the emotional, relational, and generational wealth conversation. By learning how to connect with spouses, partners, and next gen family members of current baby boomer clients, advisors can become a generational resource for the entire family.
APIC Office Hours Discussion Groups
07/10/2025
Small Group Problem-Solving, APIC Style Remember meeting with your professors during office hours? It was the time outside of class to discuss materials and assignments, clarify and ask questions, get ideas and feedback, prepare for an upcoming assignment, and work through problems. Introducing APIC Office Hours – designed around the same principles as those we took for granted in college, it’s an opportunity to connect with your fellow APIC members to work through problems, receive advice and feedback, share best practices, and learn from your peers.
Prospect Smarter not Harder: Utilizing The Power of LinkedIn
06/25/2025
In today’s digital world working smarter not harder means using the right tools strategically. LinkedIn offers a powerful way to grow your business, build your brand and connect with clients and prospects.
How To Get the Most Value From Your Digital VEA
06/04/2025
Our digital VEA associates help advisors leverage these firm resources to deliver custom NBA email content, schedule review meetings, get approval and market webcasts, update and organize Team and personal websites to name a few. This webcast will provide APIC members with best practices of working with digital VEA associates. This will be demonstrated by former Digital VEA and WM Client Service Professional, Caroline O’Connor, and APIC Members, Mike Teague and Connor McGuire of the Stoneridge West Wealth Management Group.
All about SLATs
05/08/2025
We started with a desire to deliver the APIC membership a Family Office Resources entire Case Study. That might include going into charitable solutions, grantor trusts, non-grantor trusts and finally commonly seen or watch for defective trusts. However we think breaking down in to parts will allow for a deeper drill down. The solution of SLATs (spousal lifetime access trust) has plenty to cover all by itself to fill an educational call. We are lucky to have Mike Fowler, Wealth and Estate Planning Strategist with FOR out of Atlanta, GA to take us through all the ins and outs of this topic. SLAT (irrevocable grantor trust) presentation is timely because if the current laws were to expire in Dec 2025, could be used as solution to capture the lifetime exclusion to protect it from being reduced in the future.
Protecting your Clients’ Assets and Information in the Digital Age: What to Know About Morgan Stanley's Cybersecurity Strategy
04/09/2025
At Morgan Stanley, safeguarding our clients’ assets and personal information from unauthorized access is a top priority and part of our commitment to helping our clients achieve their financial goals. As the cybersecurity landscape is constantly changing, we take critical measures to help anticipate issues before they arise and to respond appropriately when they do. Please join us for a special presentation by Bill Schnieders, Head of Wealth Management Fraud Risk, to learn more about how we protect client information and what you can do to protect your clients and yourself every day.